No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Very satisfied with Simon’s direction and advice.
He is so easy to talk with and is very helpful when needed.
Kath, my financial advisor provided excellent advice for my current situation.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Answers all my questions in a language that i understand.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
My investment did well, even in difficult world-wide conditions.